Beazer Homes USA, Inc.
US ˙ NYSE ˙ US07556Q8814

SecurityBZH / Beazer Homes USA, Inc.
InstitutionSei Investments Co
Latest Disclosed Ownership114,444 shares
Latest Disclosed Value $ 2,319,773
Sei Investments Co reports 3.37% increase in ownership of BZH / Beazer Homes USA, Inc.

On February 13, 2026 - Sei Investments Co filed a 13F-HR form disclosing ownership of 114,444 shares of Beazer Homes USA, Inc. (US:BZH) valued at $2,319,780 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 13, 2025 disclosing 110,711 shares of Beazer Homes USA, Inc.. This represents a change in shares of 3.37% during the quarter. The current value of the position is $3,012,166 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-02-13 2025-12-31 13F BEAZER HOMES USA COM NEW 07556Q881 114,444 3,733 3.37 2,320 -14.65 0.0023
2025-11-13 2025-09-30 13F BEAZER HOMES USA COM NEW 07556Q881 110,711 -13,076 -10.56 2,718 -1.88 0.0029
2025-08-14 2025-06-30 13F BEAZER HOMES USA COM NEW 07556Q881 123,787 22,889 22.69 2,769 34.61 0.0032
2025-05-14 2025-03-31 13F/A-1 BEAZER HOMES USA COM NEW 07556Q881 100,898 -2,690 -2.60 2,057 -27.67 0.0026
2025-05-13 2025-03-31 13F BEAZER HOMES USA COM NEW 07556Q881 103,478 -110 2,841 0.0031
2025-02-11 2024-12-31 13F BEAZER HOMES USA COM NEW 07556Q881 103,588 29,772 40.33 2,845 12.77 0.0037
2024-11-12 2024-09-30 13F BEAZER HOMES USA COM NEW 07556Q881 73,816 18,508 33.46 2,522 66.03 0.0033
2024-08-13 2024-06-30 13F BEAZER HOMES USA COM NEW 07556Q881 55,308 -63,113 -53.30 1,520 -60.89 0.0022
2024-05-07 2024-03-31 13F BEAZER HOMES USA COM NEW 07556Q881 118,421 -2,389 -1.98 3,884 -4.85 0.0057
2024-02-14 2023-12-31 13F BEAZER HOMES USA COM NEW 07556Q881 120,810 -31,330 -20.59 4,082 7.73 0.0066
2023-11-14 2023-09-30 13F BEAZER HOMES USA COM NEW 07556Q881 152,140 -6,158 -3.89 3,790 -15.39 0.0068
2023-08-11 2023-06-30 13F BEAZER HOMES USA COM NEW 07556Q881 158,298 -14,262 -8.26 4,478 63.43 0.0078
2023-05-12 2023-03-31 13F BEAZER HOMES USA COM NEW 07556Q881 172,560 13,744 8.65 2,740 35.24 0.0051
2023-02-10 2022-12-31 13F BEAZER HOMES USA COM NEW 07556Q881 158,816 2,839 1.82 2,026 34.35 0.0045
2022-11-14 2022-09-30 13F BEAZER HOMES USA COM NEW 07556Q881 155,977 -1,443 -0.92 1,508 -20.63 0.0034
2022-08-15 2022-06-30 13F BEAZER HOMES USA COM NEW 07556Q881 157,420 -11 -0.01 1,900 -20.70 0.0041
2022-05-13 2022-03-31 13F BEAZER HOMES USA COM NEW 07556Q881 157,431 -1,781 -1.12 2,396 -35.16 0.0048
2022-02-14 2021-12-31 13F BEAZER HOMES USA COM NEW 07556Q881 159,212 28,360 21.67 3,695 63.42 0.0069
2021-11-12 2021-09-30 13F BEAZER HOMES USA COM NEW 07556Q881 130,852 11,194 9.35 2,261 -2.21 0.0047
2021-08-06 2021-06-30 13F BEAZER HOMES USA COM NEW 07556Q881 119,658 -2,135 -1.75 2,312 -9.26 0.0051
2021-05-12 2021-03-31 13F BEAZER HOMES USA COM NEW 07556Q881 121,793 -5,229 -4.12 2,548 32.43 0.0064
2021-02-08 2020-12-31 13F BEAZER HOMES USA COM NEW 07556Q881 127,022 0 0.00 1,924 14.73 0.0050
2020-12-04 2020-09-30 13F/A-1 BEAZER HOMES USA COM NEW 07556Q881 127,022 -2,141 -1.66 1,677 28.90 0.0049
2020-11-06 2020-09-30 13F BEAZER HOMES USA COM NEW 07556Q881 136,353 7,190 1,800 4,333.9998
2020-08-17 2020-06-30 13F/A-1 BEAZER HOMES USA COM NEW 07556Q881 129,163 -5,948 -4.40 1,301 49.54 0.0040
2020-08-11 2020-06-30 13F BEAZER HOMES USA COM NEW 07556Q881 118,316 -16,795 1,634 4,432.3120
2020-05-14 2020-03-31 13F BEAZER HOMES USA COM NEW 07556Q881 135,111 26,126 23.97 870 -43.51 0.0032
2020-02-06 2019-12-31 13F BEAZER HOMES USA COM NEW 07556Q881 108,985 108,985 1,540 0.0046
2019-08-14 2019-06-30 13F BEAZER HOMES USA COM NEW 07556Q881 0 -12,415 -100.00 0 -100.00
2019-05-15 2019-03-31 13F BEAZER HOMES USA COM NEW 07556Q881 12,415 12,415 143 0.0005
2018-08-03 2018-06-30 13F BEAZER HOMES USA COM NEW 07556Q881 0 -378 -100.00 0 -100.00
2018-05-11 2018-03-31 13F BEAZER HOMES USA COM NEW 07556Q881 378 200 112.36 6 100.00 0.0000
2018-02-08 2017-12-31 13F BEAZER HOMES USA COM NEW 07556Q881 178 0 0.00 3 0.00 0.0000
2017-11-06 2017-09-30 13F BEAZER HOMES USA COM NEW 07556Q881 178 -98 -35.51 3 -25.00 0.0000
2017-07-31 2017-06-30 13F BEAZER HOMES USA COM NEW 07556Q881 276 0 0.00 4 33.33 0.0000
2017-05-05 2017-03-31 13F BEAZER HOMES USA COM NEW 07556Q881 276 0 0.00 3 -25.00 0.0000
2017-02-02 2016-12-31 13F BEAZER HOMES USA COM NEW 07556Q881 276 -9 -3.16 4 33.33 0.0000
2016-11-04 2016-09-30 13F BEAZER HOMES USA COM NEW 07556Q881 285 -72,994 -99.61 3 -99.47 0.0000
2016-08-11 2016-06-30 13F BEAZER HOMES USA COM NEW 07556Q881 73,279 73,279 0.00 568 0.0034
2016-05-10 2016-03-31 13F/A-1 BEAZER HOMES USA COM NEW 07556Q881 0 0 0 0.0000
2016-02-03 2015-12-31 13F BEAZER HOMES USA COM NEW 07556Q881 0 -2,088 -100.00 0 -100.00
2015-11-02 2015-09-30 13F/A-1 BEAZER HOMES USA COM NEW 07556Q881 2,088 -2,596 -55.42 28 -78.95 0.0003
2015-10-30 2015-09-30 13F BEAZER HOMES USA COM NEW 07556Q881 2,088 28
2015-08-07 2015-06-30 13F/A-1 BEAZER HOMES USA UNIT 99/99/9999 07556Q709 4,684 0 0.00 133 7.26 0.0012
2015-08-04 2015-06-30 13F BEAZER HOMES USA UNIT 99/99/9999 07556Q709 4,684 0 133 0.0012
2015-05-14 2015-03-31 13F/A-1 BEAZER HOMES USA UNIT 99/99/9999 07556Q709 4,684 0 0.00 124 -10.79 0.0011
2015-05-01 2015-03-31 13F BEAZER HOMES USA UNIT 99/99/9999 07556Q709 4,684 124
2015-02-10 2014-12-31 13F BEAZER HOMES USA UNIT 99/99/9999 07556Q709 4,684 4,684 139 0.0012
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.